Investments
Perpetual’s managed funds invest in all major asset classes – shares, fixed income, cash and property. We have developed a strong reputation for delivering consistent results over the long term. Perpetual’s principles and processes are deeply ingrained in every member of the team, and totally focused on producing the best outcomes for you.
We have been recognised by several industry awards, and in 2013, Morningstar named Perpetual Investments the Australian Fund Manager of the Year.
Key Features
- No initial contribution fee on many of our managed funds when you invest directly with Perpetual*.
- Easily manage your investments with features such as online access, regular savings plans and auto-rebalancing or by using our investment administration service.
- Our choice of managed funds offers access to all major asset classes, managed by Perpetual and other leading investment managers.
Investment products at a glance
| Minimum investment | Description View all managed funds | |
|---|---|---|
| Perpetual WealthFocus Investment Advantage | ||
| $2,000 |
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| Perpetual WealthFocus Wholesale Investment Advantage | ||
| $25,000 |
|
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| Perpetual Cash Management Fund | ||
| $2,000 |
|
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| Perpetual Select Investment Funds | ||
| $5,000 |
|
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| Perpetual Wholesale Funds | ||
| $25,000 |
|
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| Perpetual Protected Investments | More Info |
|---|---|
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Our structured products are only available through a financial adviser. If you have any questions we recommend you speak to your financial adviser. |
| Perpetual Portfolio Administration Service | More Info |
|---|---|
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Can't see your product in the list above?
See information on our other products.
*Where an an initial contribution fee is payable on managed funds, investors who invest directly with Perpetual receive a rebate equivalent to the value of the entry fee from Perpetual Trustee Company Limited or another Perpetual company.
Information contained [in the Investments Section] is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.
Ways to invest
- 1800 022 033
